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Coca-Cola
KO

Overview Fund Activity

1,647 hedge funds and large institutions have $127B invested in Coca-Cola in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 536 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,647
Holders Change
+67
Holders Change %
+4.24%
% of All Funds
43.96%
Holding in Top 10
118
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
3.15%
New
166
Increased
536
Reduced
745
Closed
85
Calls
$1.45B
Puts
$1.63B
Net Calls
-$174M
Net Calls Change
-$369M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.74B
2
State Street
State Street
Massachusetts
+$363M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$306M
4
AIG
American International Group
New York
+$285M
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
+$202M

Top Sellers

1
Gates Foundation Trust
Gates Foundation Trust
Washington
-$914M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$870M
3
Northern Trust
Northern Trust
Illinois
-$593M
4
BTS
BB&T Securities
Virginia
-$364M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$226M
Name Holding Trade Value Shares
Change 		Shares
Change %
HVIA
1201
Hudson Valley Investment Advisors
New York
$752K -$47.5K -1,125 -6%
EWA
1202
EP Wealth Advisors
California
$749K +$10.8K +255 +1%
ACP
1203
Ashfield Capital Partners
California
$747K -$13.6K -321 -2%
DAM
1204
Doheny Asset Management
California
$744K +$12.7K +300 +2%
PH
1205
Pinnacle Holdings
Oklahoma
$740K -$23.9K -567 -3%
SSWM
1206
Sheets Smith Wealth Management
North Carolina
$739K +$21.8K +517 +3%
TCOO
1207
Trust Company of Oklahoma
Oklahoma
$739K -$422K -10,000 -36%
PWM
1208
Perigon Wealth Management
California
$738K +$46.7K +1,105 +7%
GC
1209
Grimes & Company
Massachusetts
$735K +$1.6K +38 +0.2%
BT
1210
Brandywine Trust
Delaware
$733K -$103K -2,445 -12%
IAM
1211
Impax Asset Management
New Hampshire
$733K +$49.7K +1,178 +7%
FC
1212
Forte Capital
New York
$732K -$42.2K -1,000 -5%
DCM
1213
Donaldson Capital Management
Indiana
$731K +$18.1K +429 +3%
CAM
1214
Coronation Asset Management
South Africa
$728K – – –
LPC
1215
Loeb Partners Corp
New York
$726K – – –
ST
1216
Spinnaker Trust
Maine
$724K -$185K -4,390 -20%
SCP
1217
Sandhill Capital Partners
New York
$718K +$6.08K +144 +0.9%
SFM
1218
Signature Financial Management
Virginia
$717K -$132K -3,132 -16%
FBC
1219
Fairfield, Bush & Co
Connecticut
$710K -$2.11K -50 -0.3%
AIA
1220
Arbor Investment Advisors
North Carolina
$709K -$46.9K -1,111 -6%
WA
1221
Waverly Advisors
Alabama
$708K -$305K -7,219 -30%
SMC
1222
Smith, Moore & Co
Missouri
$708K +$211 +5 +0%
CPIG
1223
Chicago Partners Investment Group
Illinois
$705K +$705K +16,698 New
LRPA
1224
L. Roy Papp & Associates
Arizona
$701K +$1.27K +30 +0.2%
FM
1225
Forward Management
California
$700K -$98.8K -2,339 -12%
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